IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,286
New
Increased
Reduced
Closed

Top Buys

1 +$9.09M
2 +$8.65M
3 +$8.31M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$6.87M
5
MU icon
Micron Technology
MU
+$6.47M

Sector Composition

1 Technology 6.08%
2 Financials 5.11%
3 Healthcare 4.98%
4 Consumer Discretionary 4.29%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$4K ﹤0.01%
214
-527
3352
$4K ﹤0.01%
500
-350
3353
$4K ﹤0.01%
45
+8
3354
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100
3355
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102
+97
3356
$4K ﹤0.01%
187
3357
$4K ﹤0.01%
240
3358
$4K ﹤0.01%
331
-1,000
3359
$4K ﹤0.01%
73
3360
$4K ﹤0.01%
2,439
+179
3361
$4K ﹤0.01%
123
+29
3362
$4K ﹤0.01%
2,665
+1,538
3363
$4K ﹤0.01%
+74
3364
$4K ﹤0.01%
150
3365
$4K ﹤0.01%
49
3366
$4K ﹤0.01%
150
3367
$4K ﹤0.01%
396
3368
$4K ﹤0.01%
129
3369
$4K ﹤0.01%
56
-94
3370
$4K ﹤0.01%
104
+89
3371
$4K ﹤0.01%
127
+35
3372
$4K ﹤0.01%
71
3373
$4K ﹤0.01%
38
3374
$4K ﹤0.01%
150
3375
$4K ﹤0.01%
97